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Get the free Assurant Beneficiary Change Form - Gardner & White

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Beneficiary Designation Gardner & White * Required Field Policy no.* Part no.* Certificate no.* Account no.* Group policyholder or participating employer * Name of insured * Former name * If your
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How to fill out assurant beneficiary change form

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How to fill out Assurant beneficiary change form:

01
Obtain the Assurant beneficiary change form from the company's website or contact their customer service for assistance in acquiring the form.
02
Carefully read through the instructions provided on the form. Ensure that you understand all the terms and requirements.
03
Fill in the required information accurately and completely. This may include personal details such as your name, address, contact information, and policy number.
04
Clearly indicate the current beneficiary information that you wish to change. Provide their full name, relationship to you, and any other requested details.
05
If there are multiple beneficiaries, clearly specify the percentage of the policy proceeds that each beneficiary will receive.
06
Include any additional supporting documents if required, such as a marriage certificate or a death certificate of a previous beneficiary, to support your beneficiary change request.
07
Review the completed form for any errors or omissions. Make any necessary corrections before submitting it.
08
Sign and date the form as required. Failure to provide the necessary signatures may result in processing delays.
09
Submit the completed form to Assurant via mail, email, or upload it through their online portal, depending on the instructions provided.
10
Keep a copy of the completed form for your records.

Who needs Assurant beneficiary change form?

01
Policyholders who have an active policy with Assurant and wish to update their designated beneficiaries.
02
Individuals who want to ensure that their life insurance policy benefits are directed to the intended recipients.
03
Those who have experienced changes in their personal life circumstances, such as getting married, divorced, having children, or the death of a beneficiary, may need to update their beneficiary information.

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The Assurant beneficiary change form is a document that allows policyholders to update the designated beneficiary for their Assurant insurance policy.
Any policyholder who wishes to change the beneficiary for their Assurant insurance policy is required to file the beneficiary change form.
To fill out the Assurant beneficiary change form, the policyholder needs to provide their personal information, policy details, and the updated beneficiary information. The form can be obtained from Assurant's website or by contacting their customer service.
The purpose of the Assurant beneficiary change form is to allow policyholders to designate or update the beneficiary for their insurance policy, ensuring that the benefits are paid out according to their wishes.
The Assurant beneficiary change form typically requires the policyholder to provide their name, policy number, current beneficiary's information, and the new beneficiary's information, including their name, relationship to the policyholder, and contact details.
The deadline to file the Assurant beneficiary change form in 2023 may depend on the specific policy and its terms. It is recommended to refer to the policy documents or contact Assurant's customer service for the exact deadline.
There may be potential consequences for the late filing of the Assurant beneficiary change form, such as delays in beneficiary designation updates or complications in the payout process. It is advisable to submit the form within the specified time frame stated by Assurant.
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